EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$4.98M
3
+$2.79M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.69M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.66M

Top Sells

1
+$117M
2
+$7M
3
+$3.48M
4
TPLC icon
Timothy Plan US Large/Mid Cap Core ETF
TPLC
+$1.18M
5
PLTR icon
Palantir
PLTR
+$1.05M

Sector Composition

1 Technology 11.59%
2 Financials 6.67%
3 Consumer Discretionary 6.51%
4 Industrials 3.69%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$589 ﹤0.01%
31
2827
$587 ﹤0.01%
14
2828
$583 ﹤0.01%
25
-57
2829
$581 ﹤0.01%
49
2830
$581 ﹤0.01%
+10
2831
$579 ﹤0.01%
329
2832
$571 ﹤0.01%
76
2833
$569 ﹤0.01%
6
2834
$568 ﹤0.01%
+12
2835
$568 ﹤0.01%
38
2836
$563 ﹤0.01%
17
+6
2837
$562 ﹤0.01%
30
2838
$560 ﹤0.01%
157
2839
$556 ﹤0.01%
28
2840
$555 ﹤0.01%
+21
2841
$551 ﹤0.01%
27
2842
$546 ﹤0.01%
30
2843
$545 ﹤0.01%
21
-9
2844
$545 ﹤0.01%
113
2845
$540 ﹤0.01%
10
2846
$540 ﹤0.01%
13
-54
2847
$538 ﹤0.01%
+29
2848
$537 ﹤0.01%
109
2849
$537 ﹤0.01%
28
2850
$536 ﹤0.01%
32
-27
112 113
114
115 116